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The Latest Breaking News from Harlan Sur

Microchip Technology Sees Demand Rebound, Margin Gains as Bookings Hit 4-Year High

Microchip Technology (NASDAQ:MCHP) is seeing a broad-based recovery in demand and expects continued margin improvement as it ramps production and works down remaining underutilization costs, Chief Financial Officer Eric Bjornholt said at JPMorgan’s 54th Annual Technology and Media Communications Con

MarketBeat

KLA Flags Stronger Chip Equipment Demand, Rare 2027 Visibility at JPMorgan Conference

KLA (NASDAQ:KLAC) is seeing stronger momentum across semiconductor equipment markets than it expected earlier in the year, with demand improving across leading-edge logic, memory and advanced packaging, Chief Financial Officer Bren Higgins said at J.P. Morgan’s 54th annual Global Technology, Media a

MarketBeat

GlobalFoundries Eyes AI, Data Center Growth as It Targets 40% Margins

GlobalFoundries (NASDAQ:GFS) Chief Financial Officer Sam Franklin said the company is positioning itself around data center demand, physical AI, silicon photonics, supply-chain diversification and custom silicon as it looks to expand revenue and margins over the next several years. Speaking with JP

MarketBeat

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Applied Materials Highlights AI-Driven Chip Demand, 30% Systems Growth at JPMorgan Event

Applied Materials (NASDAQ:AMAT) executives highlighted continued momentum tied to artificial intelligence-related semiconductor demand, with strength concentrated in advanced logic, DRAM and advanced packaging, during a presentation at J.P. Morgan’s 54th annual Technology, Media and Communications C

MarketBeat

Mizuho Analysts Are Bullish on Custom Chips: Broadcom Could Have 87% Compound Annual Growth Rate Through 2028

Mizuho met with executives at an analyst presentation and believes that Broadcom's AI revenue will continue to grow.

Barchart

Should You Buy the Dip in Nvidia Stock Today?

Nvidia stock is dipping despite a blockbuster Q4 release and upbeat future guidance. JPMorgan analyst explains why it’s an opportunity to load up on a quality name at a discount.

Barchart

Gains for Rolls-Royce and LSEG offset mining slump

The FTSE 100 index ended up 40.29 points, 0.4%, at 10,846.70, a record close.

Evening Standard

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Dear Marvell Stock Fans, Mark Your Calendars for January 7

Worries about Marvell’s future revenue from Amazon and Microsoft could be overdone.

Barchart

MRVL, AMZN and MSFT: Breaking Down the Wall Street Controversy

Marvell is tumbling amid a widespread AI sell-off and controversial reports involving AMZN and MSFT. Should investors run for the fences or take advantage?

MarketBeat

Broadcom Could Rake In $50 Billion From AI Next Year, Analyst Says

Broadcom Inc. (NASDAQ:AVGO) is poised to deliver stronger-than-expected quarterly results as surging demand for artificial intelligence chips and data center networking products accelerates growth across its semiconductor and infrastructure businesses.

Benzinga

Marvell Could See AI Revenue Double By 2028 Thanks To New Tech Deal: Analysts

Marvell Technology Inc. (NASDAQ:MRVL) shares traded higher on Wednesday after the company reported strong third-quarter earnings.

Benzinga

L&T Tech Taps Nvidia AI To Build 3D 'Digital Twins' For Lung Cancer Diagnostics

LT Technology Services on Monday announced that it has developed a next-generation artificial intelligence-powered digital twin platform designed to improve respiratory diagnostics and lung navigation.

Benzinga

Nvidia Quells 'AI Bubble' Fears With 'Drop The Mic Quarter/Guidance'

Analysts raise estimates and price targets on NVIDIA Corporation (NASDAQ:NVDA) after third-quarter revenue and earnings per share beat estimates and guidance came in ahead of expectations.

Benzinga

Pound falters as soft inflation tees up rate cut

Analysts say that there is potential for the Bank of England to resume cutting rates in December.

The Independent UK

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Benzinga

Nvidia Q3 Preview: Analysts Predict Beat And Raise — Can Jensen Huang Deliver 12th Straight Double Beat?

Semiconductor giant NVIDIA Corp (NASDAQ:NVDA) could provide the ultimate bellwether for the stock market and tech sector when the company reports third-quarter financial results on Wednesday after market close.

Benzinga

Applied Materials Bounces Back As Analysts Boost Targets On Strong Q4

Applied Materials Inc (NASDAQ:AMAT) shares — after being in a slump Friday morning — are now up, after the company reported on Thursday up-beat fiscal fourth-quarter results.

Benzinga

GlobalFoundries' 2026 Hopes Are 'Too Optimistic,' Analyst Says

GlobalFoundries Inc (NASDAQ:GFS) delivered steady September-quarter results and issued upbeat guidance for the December quarter, underscoring continued progress in its diversification and margin expansion strategy.

Benzinga

AMD Sets Ambitious AI, Earnings Goals Through 2030

Advanced Micro Devices, Inc’s (NASDAQ:AMD) 2025 Financial Analyst Day in New York outlined aggressive growth targets powered by soaring demand for artificial intelligence graphics processing units (GPUs) and Datacenter central processing units (CPUs).

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Barchart

Amazon Is Giving Marvell Technologies Stock a Huge Boost. Why, and Should You Buy MRVL Here?

Despite the recent rally, Marvell stock is down 17% in 2025. Is the chipmaker an attractive buy for value investors right now?

Benzinga

Amazon's Trainium Push Adds Fuel To Marvell's 2026 Growth Outlook

Marvell Technology Inc. (NASDAQ:MRVL) is gaining fresh momentum as Amazon.com Inc.’s (NASDAQ:AMZN) expanding Trainium chip deployments and surging cloud capital spending signal accelerating demand for Marvell's AI-focused ASIC and optical products.

Benzinga

NXP, Maker Of Chips For Your Car, Posts Strongest Growth In Years—But Wall Street Is Not Convinced

NXP Semiconductors NV (NASDAQ:NXPI) delivered its strongest quarterly growth since 2021, supported by improvements across all regions and end markets.

Benzinga

Who Benefits From AI Spending? JP Morgan's Top Picks

Strong artificial intelligence (AI) and hyperscale demand are driving significant growth for semiconductor companies, with Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), and Broadcom (NASDAQ:AVGO) poised to benefit from expanding data center and AI infrastructure investments.

Benzinga

Broadcom's 10GW AI Deal With OpenAI Could Generate Up To $300 Billion Revenue, Analysts Highlight Growth From Custom Silicon And Networking Solutions

Broadcom (NASDAQ:AVGO) and OpenAI have launched a multi-year partnership to deploy 10 gigawatts of custom artificial intelligence silicon and rack-level systems, integrating compute Application-Specific Integrated Circuits (ASICs) along with Broadcom's Ethernet, Peripheral Component Interconnect Express (PCIe) and optical connectivity solutions. The deal expands beyond compute chips to networking silicon and…

Benzinga

Marvell Technology Adds $5 Billion To Share Buyback Plan, Strong Growth Outlook For Datacenter, AI

Shares of Marvell Technology Inc. (NASDAQ: MRVL) came under pressure in early trading on Thursday, despite the company announcing a big share buyback authorization.

Benzinga

Nvidia Is The Winner In Intel Partnership: Analyst Says Deal Widens 'Customer Base'

A semiconductor partnership between NVIDIA Corporation (NASDAQ:NVDA) and Intel Corp (NASDAQ:INTC) could benefit both companies, but one analyst sees a clear winner in the tie-up.

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